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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,313 | $78,425-65.2% | $95,956-71.5% | $79,858-65.8% |
| Participation rate | 98.9% | 73.5%+25.4pp | 77.1%+21.9pp | 69.6%+29.3pp |
| Annual return | 34.19% | 19.37%+14.8pp | 91.63%-57.4pp | 31.72%+2.5pp |
| Employer contribution / active EE | $905 | $1,945-53.5% | $2,541-64.4% | $2,471-63.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |